SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 671 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $297,797 | -2.6% | 12,439 | +0.2% | 0.01% | 0.0% |
Q2 2023 | $305,814 | -4.9% | 12,416 | -5.3% | 0.01% | -6.7% |
Q1 2023 | $321,611 | +0.4% | 13,116 | -3.1% | 0.02% | -16.7% |
Q4 2022 | $320,238 | +14.8% | 13,529 | +8.7% | 0.02% | 0.0% |
Q3 2022 | $279,000 | -15.5% | 12,449 | -4.2% | 0.02% | -14.3% |
Q2 2022 | $330,000 | -17.3% | 12,996 | -9.6% | 0.02% | +5.0% |
Q1 2022 | $399,000 | -6.3% | 14,375 | 0.0% | 0.02% | -13.0% |
Q4 2021 | $426,000 | -3.8% | 14,375 | -1.0% | 0.02% | -8.0% |
Q3 2021 | $443,000 | -12.1% | 14,526 | -5.2% | 0.02% | -19.4% |
Q2 2021 | $504,000 | +27.0% | 15,318 | +22.6% | 0.03% | +72.2% |
Q1 2021 | $397,000 | +3.9% | 12,493 | +0.3% | 0.02% | -10.0% |
Q4 2020 | $382,000 | +12.0% | 12,458 | -2.3% | 0.02% | -33.3% |
Q3 2020 | $341,000 | +29.7% | 12,753 | +18.0% | 0.03% | +25.0% |
Q2 2020 | $263,000 | +25.8% | 10,804 | +10.7% | 0.02% | +9.1% |
Q1 2020 | $209,000 | -75.8% | 9,759 | -69.1% | 0.02% | -73.8% |
Q4 2019 | $865,000 | +199.3% | 31,594 | +175.1% | 0.08% | +162.5% |
Q3 2019 | $289,000 | -1.4% | 11,486 | +2.9% | 0.03% | -5.9% |
Q2 2019 | $293,000 | +1.4% | 11,162 | +0.4% | 0.03% | -2.9% |
Q1 2019 | $289,000 | +12.0% | 11,117 | +1.5% | 0.04% | -2.8% |
Q4 2018 | $258,000 | -0.4% | 10,950 | +0.7% | 0.04% | +2.9% |
Q3 2018 | $259,000 | -8.5% | 10,875 | -1.5% | 0.04% | -12.5% |
Q2 2018 | $283,000 | -9.3% | 11,045 | +1.7% | 0.04% | -20.0% |
Q1 2018 | $312,000 | +3.3% | 10,863 | +0.3% | 0.05% | 0.0% |
Q4 2017 | $302,000 | +14.4% | 10,826 | +10.4% | 0.05% | -16.7% |
Q3 2017 | $264,000 | – | 9,806 | – | 0.06% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
COOPER/HAIMS ADVISORS, LLC | 1,097,098 | $26,264,531 | 20.43% |
Red Tortoise LLC | 403,032 | $9,648,592 | 6.46% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 919,736 | $21,996,372 | 6.36% |
Heartwood Wealth Advisors LLC | 1,779,025 | $42,589,859 | 6.28% |
Bishop & Co Investment Management, LLC | 0 | $137,008 | 6.15% |
Upper Left Wealth Management, LLC | 210,113 | $5,030,106 | 5.23% |
BlueSky Wealth Advisors, LLC | 967,612 | $23,164,620 | 4.74% |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 448,428 | $10,735,376 | 4.32% |
Rainsberger Wealth Advisors, Inc. | 293,900 | $7,035,973 | 4.32% |
Consilium Wealth Advisory, LLC | 257,197 | $6,157,307 | 4.31% |